During the morning session on May 13, the photovoltaic sector of A-shares witnessed a robust performance, with the silicon material sub-sector particularly shining. Market whispers suggested that the top six silicon material manufacturers were considering acquiring the remaining capacity, while some leading players were proposing production cuts to prop up prices and establish a target price range. According to insiders, it is indeed true that some prominent silicon material manufacturers have floated the idea of reducing production to stabilize prices and have engaged in discussions with other manufacturers. However, the feasibility of implementing this plan remains uncertain. Another industry insider indirectly confirmed the plan's existence and voiced the hope that the sector will take concrete steps towards change. Currently, most insiders are adopting a wait-and-see approach.
